Lido Advisors
IYY icon

Lido Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Lido Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Sell
19,592
-1,466
-7% -$259K 0.01% 591
2026
Q1 		$3.34M Sell
21,058
-471
-2% -$77.9K 0.01% 551
2025
Q4 		$3.5M Buy
21,529
+74
+0.3% +$12.2K 0.01% 550
2025
Q3 		$3.49M Hold
21,455
– – 0.01% 523
2025
Q2 		$3.24M Hold
21,455
– – 0.01% 474
2025
Q1 		$2.92M Buy
21,455
+13,675
+176% +$1.96M 0.01% 455
2024
Q4 		$1.11M Buy
7,780
+305
+4% +$43.9K 0.01% 723
2024
Q3 		$1.04M Sell
7,475
-251
-3% -$33.8K 0.01% 691
2024
Q2 		$1.02M Buy
7,726
+895
+13% +$114K 0.01% 659
2024
Q1 		$875K Hold
6,831
– – 0.01% 710
2023
Q4 		$796K Buy
6,831
+1,143
+20% +$124K 0.01% 702
2023
Q3 		$594K Buy
+5,688
New +$619K ﹤0.01% 697

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors's IYY Position: Q2 2026 in Review

Lido Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 7% in Q2 2026, selling an estimated $259K and leaving 19,592 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #591.

Lido Advisors first reported a position in IYY in Q3 2023 and has held it in 12 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Lido Advisors held 19,592 shares of iShares Dow Jones US ETF worth $3.57M as of Q2 2026.
  • Lido Advisors sold 1,466 iShares Dow Jones US ETF shares in Q2 2026, an estimated $259K.
  • iShares Dow Jones US ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #591 holding.
  • Lido Advisors first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 12 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.